Features
Easy to use, efficient and accurate. Pandle has all the tools you need to manage the finances of your business.
Banking
Sync your bank accounts with Pandle to automatically import your transactions. Then, simply categorise each transaction to effortlessly keep your accounts up to date.
- Bank Feeds
- Stripe Feeds
- PayPal Feeds
- Bank Rules
- Bank Imports
- Manual Entry
Invoicing
Improve the speed of your invoicing process with our range of features. Managing your money more efficiently will mean you never miss a payment again.
- Invoices
- Quotes
- Pandle Pay
- Payment Reminders
Mileage Tracker
Accurately track your business miles and convert them into mileage to claim back as expenses on your tax return.
- Automatic Mileage Tracking
- Manual Trip Entry
- Store Vehicle Info
Reporting
With our range of reporting tools you will always know where your business stands financially. Allowing you to make more informed business decisions.
- Profit and Loss
- Payables and Receivables
- Cash Flow Forecasting
- Balance Sheet
- Trial Balance
VAT Software
Our comprehensive VAT software enables users to calculate, complete and submit their Making Tax Digital compliant VAT returns directly to HRMC.
- MTD Compliant
- VAT Submissions
- VAT Reports
Collaboration
We understand that more than one person may need to access your bookkeeping. With Pandle you can easily add new users to your account to collaborate with your employees and your accountant.
- Unlimited Users
- User Permissions
- Notes
Accounting
Pandle’s comprehensive range of accounting features provide you with all the financial tools you need to efficiently manage your business bookkeeping.
- Multiple Currencies
- Recurring Transactions
- Bulk Editing
- Transaction Locking
- Multi Company Management
Items (Stock Control)
Create items for the products and services you buy and sell. Then accelerate your invoicing by selecting items to automatically track stock levels and manage your inventory.
- Products
- Services
Receipt Uploads
Keep all your financial records and receipts in one place. Upload them to Pandle, attach them to transactions, and enjoy effortless organisation.
- Upload from Pandle Mobile
- No Upload Limits
Projects
Manage the finances of every project with bookkeeping features to makes your heart sing (and your business competitors feel a little queasy).
- Multiple Currencies
- Manage from Pandle Mobile
Support
Enjoy award-worthy live chat support, from our team of trained bookkeepers. We’ve got your back, whenever you need us.
- Live Chat Support
- Pandle Tours
- FAQs
- Relevant Articles
2023
17th August 2023
UK Charities Now Supported on Pandle
7th March 2023
Faster Data Loading Times
2nd February 2023
Dashboard Performance Improvements
17th January 2023
More Insights into your Cash Flow Reports
12th January 2023
Bulk Confirm Transactions More Easily
2022
28th December 2022
Entering Inventory Opening Balances More Easily
15th December 2022
Simpler MTD Reauthorisation
22th November 2022
Mileage Tracker
10th November 2022
Preventing Currency Errors in Bank Feeds
27th October 2022
Include Projects When Importing Customer and Supplier Invoices
18th October 2022
Automatically Populating Tax Codes When Importing Invoices
6th October 2022
Copying Supplier Invoices
29th September 2022
Registration Date Locking for the VAT Flat Rate Scheme
13th September 2022
Reauthorisation Reminders for MTD
6th September 2022
Send Customer Receipts for Proof of Payment
23rd August 2022
Auto Checking Imported Bank Transactions
9th June 2022
Our Latest User Experience Improvements
24th May 2022
Maintaining Performance During Peak Usage Periods
10th May 2022
Reducing VAT Registration Errors in Pandle
28th April 2022
Our Latest Performance Update for High Volume Users
12th April 2022
More Clarity on Currency Conversions
5th April 2022
Customer and Supplier Import Improvements
31st March 2022
Bulk Confirm Transactions and Imports
22nd March 2022
Reducing the Risk of VAT Errors
15th March 2022
Banking UX Improvements
10th March 2022
Improved User Experience for Credit Notes
8th March 2022
Improving the User Experience
22nd February 2022
Using Bank Rules More Easily
15th February 2022
Filter Stock Items by Balance and Project
10th February 2022
Improving the RC Tax Code Function
3rd February 2022
Introducing Check Tab Counters
2021
30th November 2021
Add Invoice Attachments More Easily
18th November 2021
Improved Processes if Recurring Transactions Fail
16th November 2021
Reducing the Risk of VAT Return Errors
12th November 2021
Mark Quotes as Pending
9th November 2021
Improving the Pandle User Experience
5th November 2021
Identify Auto-Confirmed Imported Transactions
2nd November 2021
Reactivate Customers and Suppliers with Recurring Transactions
28th October 2021
Improved Customer and Supplier Import Process
26th October 2021
Credit Limit Warnings on Recurring Invoices
19th October 2021
Net Categories in Cash Flow Reports
14th October 2021
Filter Transactions by Entry Method
12th October 2021
Improved Customer Management
7th October 2021
Using Pandle’s New Product Tours
7th September 2021
Our Latest User Interface Improvements
5th September 2021
Customise your Quick Links Menu
2nd September 2021
Improving Error Reduction Processes
31st August 2021
Filter Your Transactions More Easily
26th August 2021
Automatically Populate Overpayments
19th August 2021
Avoiding Errors in VAT Scheme Updates
12th August 2021
New Data Validation Check for Opening Balances
10th August 2021
Create Projects When Adding New Items
5th August 2021
Matching Imported Invoices to Items
30th July 2021
Improved Transaction Filtering
23rd July 2021
A Complete Overhaul of Credit Notes
22st July 2021
Include a Reason When Writing Off Stock
22nd June 2021
Automatically Create DLAs for New Directors
16th June 2021
Including Categories in Custom Bank Imports
9th June 2021
UX Improvements Requested by Users
6th May 2021
Reducing the Risk of Payment Reminder Errors
25th May 2021
The Second Performance Update
29th April 2021
Smarter Date Entry
27th April 2021
The Performance Update
22nd April 2021
Selecting Receipt Uploads by Month
13th April 2021
Reducing Tax Code Errors
30th March 2021
Faster Bookkeeping in Fewer Clicks
25th March 2021
Improving Your Invoice Address Formatting
23rd March 2021
Detailed Customer Credit Limit Notifications
18th March 2021
Filter Unpaid Invoices for Customer Statements
16th March 2021
Our New Logo and Improved Menu Navigation
9th March 2021
Bank Imports for Director’s Loan Accounts
1st March 2021
Applying the Domestic Reverse Charge
25th February 2021
Post-Brexit VAT Changes
16th February 2021
Search and Export Cash Flow Transactions
11th February 2021
Flagging Bank Feed Transactions in Locked Accounting Periods
8th February 2021
Minimising the Risk of Bookkeeping Errors
4th February 2021
Bank Accounts Currency Filter on Dashboard
2nd February 2021
Marking Bank Accounts as Inactive
28th January 2021
Easily Identifying Bank Transactions
26th January 2021
Bulk Deleting Receipt Uploads
2020
20th November 2020
Reducing Errors and Improving UX
8th October 2020
Create Your Account In Pandle Mobile
6th October 2020
Audit Trails On Customer Group Invoices
30th September 2020
Overpayments On Invoice Audit Trails
15th September 2020
Transaction Locking Alerts
8th September 2020
Additional Reference Field For Quotes
24th August 2020
Companies House Integration
9th July 2020
Supported Bank Feeds Search Tool
26th June 2020
Invoice Payment Indicators
23rd June 2020
Creating Projects While Adding New Bank Rules
18th June 2020
Personalise Recurring Invoices With Email Inserts
11th June 2020
Improved Customer Imports
9th June 2020
Edit Transactions In VAT Returns
4th June 2020
Project Uploads For Pandle Mobile
26th May 2020
Improvements To Reports
20th May 2020
Client Access Request Reminders For Pandle Partners
8th May 2020
Quote Audit Trails
16th April 2020
File Import Balance Checks
9th April 2020
Import Data From Contacts On Pandle Mobile
5th March 2020
Automated Year End Records Requests For Pandle Partners
20th February 2020
Automated Invoice Payment Allocations
3rd January 2020
Split Transactions On Pandle Mobile
2019
14th November 2019
Recurring Transaction End Dates
29th October 2019
Bulk Editing Auto-Confirmed Bank Rule Transactions
23rd October 2019
Automated Payment Allocation With Pandle Pay
14th October 2019
Multi-Currency Banking In Pandle Mobile
11th October 2019
Starling Bank Feeds
1st October 2019
Direct Bank Feeds
23rd September 2019
MTD Statements
5th September 2019
Sent Invoice Status
3rd September 2019
Projects In Pandle Mobile
30th July 2019
PayPal Feed Balance Checks
23rd July 2019
Bank Feed Status Notifications
19th July 2019
Live Chat in Pandle Mobile
16th July 2019
Biometric Logins And Dashboards In Pandle Mobile
27th June 2019
Bank Transfer Rules
18th June 2019
Invoice Write-Offs
7th June 2019
Stripe Feed Balance Checks
28th May 2019
Reports In Pandle Mobile
7th May 2019
Remove Pandle Logo From Invoices
2nd May 2019
Bank Feed Balance Checks
9th April 2019
Manual Bank Transactions In Pandle Mobile
19th March 2019
Editing In Pandle Mobile
14th March 2019
MTD For VAT Ready
7th February 2019
Running Balances
22nd January 2019
Suppliers In Pandle Mobile
16th January 2019
Pandle Global Launched
3rd January 2019
Dashboard Customisation
2018
18th December 2018
Default Tax Codes
22nd November 2018
Message Centre Attachments
13th November 2018
Bank Rules
9th November 2018
Receipt Uploads In Pandle Mobile
12th October 2018
Transaction Links
5th September 2018
New Mobile App
23rd August 2018
Live Chat support
16th August 2018
Overpayments
6th August 2018
Message Centre
20th July 2018
Reduced Rate VAT Code
1st July 2018
Direct Costs
14th June 2018
Pension Contributions
15th May 2018
General Ledger Report
14th April 2018
Google Cloud Migration
17th March 2018
Pandle API
23rd February 2018
Receipt Uploads
19th February 2018
Pandle Notes
9th February 2018
Customer Grouping
15th January 2018
Receipt Uploads
4th January 2018
PIN Login
2017
12th December 2017
Bank Feeds
28th November 2017
Dashboard Analytics (Partners)
17th November 2017
PDF Exports
15th November 2017
PayPal Feeds
26th October 2017
New Customers & Quotations
21st October 2017
Email Statuses
28th September 2017
Customer Statement Templates
24th September 2017
Mobile App Released
21st September 2017
VAT Return Submissions
19th September 2017
Google Cloud Migration
15th September 2017
Recurring Customer Invoices
7th September 2017
Pandle Pay
21st August 2017
Transaction Exports
13th December 2016
Transaction Filtering
22nd November 2016
Pandle Partners
22nd November 2016
Bank Feeds Come To Pandle
9th September 2016
Customisable Invoice References
31st May 2016
Companies House Validations
7th March 2016
Bulk Editor
17th February 2016
Receivables and Payables Reporting
17th February 2016